VIDEO: File Management - Client Records

File Management - Standard Users

Topics covered in this video: 

• 00:00 - Introduction
• 00:25 - Standard User: Client Files
• 01:04 - Standard User: Manage Tags (client record)
• 01:41 - Standard User: Edit existing tag (client record)
• 02:54 - Standard User: Search client files
• 03:25 - Standard User: Upload client files (up to three at a time)
• 03:59 - Standard User: Filter client files
• 05:13 - Standard User: Assigning Tags to files in client record
• 06:38 - Standard User: Add Tags to multiple client files
• 07:33 - Standard User: Remove tag from client file
• 07:58 - Standard User: Download client file
• 08:16 - Standard User: Sort client files by column header
• 08:38 - Standard User: Delete client file(s)
• 09:17 - Standard User: Rename client file
• 09:52 - Standard User: Agency Files (in client records)
• 10:41 - Agency Admin: File Management
• 11:01 - Agency Admin: Personal Directory Tags -vs- Manage Tags
• 11:35 - Agency Admin: Personal Directory Tags
• 12:00 - Agency Admin: Add new Personal Directory Tag
• 12:16 - Agency Admin: Edit Personal Directory Tag
• 12:35 - Agency Admin: Delete Personal Directory Tag
• 12:49 - Agency Admin: Manage Tags
• 13:28 - Agency Admin: Search Agency files
• 13:40 - Agency Admin: Upload Agency files (up to three at a time)
• 13:58 - Agency Admin: Filter Agency files
• 14:16 - Agency Admin: Add Tags to multiple Agency files
• 14:32 - Agency Admin: Add or remove Tag from single Agency file
• 14:44 - Agency Admin: Download Agency file
• 14:47 - Agency Admin: Delete Agency file
• 15:06 - Standard User & Agency Admin: Examples